HOLISTIK
HOLISTIK
ABOUT US
Holistik is an agile and forward-thinking wealth planning boutique, with Swiss and international tax and law expertise.
Thanks to rich career paths in Switzerland and abroad, we bring together sound industry knowledge and practical experience built up in reputable law firms and global companies. We are entrepreneurs specialised as lawyer, notary, tax expert, pension and insurance, wealth planner.
Our role is to know the opportunities, measure risk and manage uncertainty. We believe in personal commitment and tailored service for specific client needs. That’s how we support you to shape your financial future and bring success in the long term.
Members of the International Fiscal Association and ExpertSuisse, Holistik regularly contributes to authoritative publications and as experts in specialist events. Holistik is a member of the Committee for Legal Affairs of GSCGI (Swiss Association of Independent Financial Advisors).
We take the first steps with you
up to the whole staircase
SERVICES
A comprehensive, in-depth review of your global financial picture includes the emotional aspects of responsible stewardship for you and your family. Life is a journey; our services exist to help and guide through all scenarios.
Holistik provides legal and tax support, manage personal and business risks, consider clients’ concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family.
Holistik’s planning can also lead and coordinate your advisory teams, or liaise with trusted specialists (e.g. accountants, attorneys, brokers, bankers) to ensure seamless execution of your plans.
Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.
“Our holistic approach merges suitability, risk management and performance into sustainable solutions:
- Swiss and international asset protection and wealth transfer
- Tax and legal services
- Life insurance and company solutions
- Retirement and succession planning
- Financial plans and projections with various scenarios
- Domestic and cross-border relocation
- Pension structuring for private clients and companies
Domestic and cross-border relocation for every member of the Family. We
- Help define the taxation regimes (lump sum or ordinary)
- Carry out the permits and formalities with the Swiss authorities
- Coordinate with the experts from your home country
- Organise world class schooling for your children
- Support the selection of optimal domicile
- Connect you with reliable property and financing professionals
- Register for mandatory and private insurance
- Take care of tax return services and renewal of permits
- Assist with conciergerie and personal administration
- Serve as the one contact point for your requests.
For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.
We
- Manage regulatory and tax aspects
- Carry out comparisons between providers
- Optimise schemes to meet your needs and reduce costs
- Help make pension an incentive to attract talents
- Assist with implementation
- Train and coach your personnel
- Connect you with the professional that meets your requirements.
International relocation:
- Can I consolidate and repatriate my pension savings?
Sustainable investing:
- Can I have my say on how these must be invested?
Holistik helps you make decisions about solutions in sustainability and overcome apparent legal, tax and regulatory barriers.
In particular, regarding pension matters, Employees and Executives as well as Employers often face what seems insurmountable with questions such as:
- How are my savings invested?
- Can I decide for my capital?
- Can I select the investments?
Risks of sustainable washing?
What are the responsible, sustainable, impact investing?
And philanthropy?
For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.
We
- Manage regulatory and tax aspects
- Carry out comparisons between providers
- Optimise schemes to meet your needs and reduce costs
- Help make pension an incentive to attract talents
- Assist with implementation
- Train and coach your personnel
- Connect you with the professional that meets your requirements.
International relocation:
- Can I consolidate and repatriate my pension savings?
Sustainable investing:
- Can I have my say on how these must be invested?
Our holistic approach merges suitability, risk management and performance into sustainable solutions:
- Swiss and international asset protection and wealth transfer
- Tax and legal services
- Life insurance and company solutions
- Retirement and succession planning
- Financial plans and projections with various scenarios
- Domestic and cross-border relocation
- Pension structuring for private clients and companies
Domestic and cross-border relocation for every member of the Family. We
- Help define the taxation regimes (lump sum or ordinary)
- Carry out the permits and formalities with the Swiss authorities
- Coordinate with the experts from your home country
- Organise world class schooling for your children
- Support the selection of optimal domicile
- Connect you with reliable property and financing professionals
- Register for mandatory and private insurance
- Take care of tax return services and renewal of permits
- Assist with conciergerie and personal administration
- Serve as the one contact point for your requests.
For private clients and companies: mandatory and extra-mandatory pension schemes, collective or autonomous entities (base, Bel Etage, 1e, vested benefits, 3A/3B), Swiss and international life insurance solutions.
We
- Manage regulatory and tax aspects
- Carry out comparisons between providers
- Optimise schemes to meet your needs and reduce costs
- Help make pension an incentive to attract talents
- Assist with implementation
- Train and coach your personnel
- Connect you with the professional that meets your requirements.
International relocation:
- Can I consolidate and repatriate my pension savings?
Sustainable investing:
- Can I have my say on how these must be invested?
Holistik helps you make decisions about solutions in sustainability and overcome apparent legal, tax and regulatory barriers.
In particular, regarding pension matters, Employees and Executives as well as Employers often face what seems insurmountable with questions such as:
- How are my savings invested?
- Can I decide for my capital?
- Can I select the investments?
Risks of sustainable washing?
What are the responsible, sustainable, impact investing?
And philanthropy?
Latest News
Latest News
OUR TEAM
Trang FERNANDEZ- LEENKNECHT
Geneva & Zurich
Swiss fed. Dipl. Financial Planning
Impact Investing (Oxford university)
Alternative Investments (CAIA)
Trang advises and represents private clients and companies in Swiss and international financial planning matters including relocation, life insurance and company solutions, asset protection and wealth transfer.
She has extensive experience in pension structuring for private and corporate clients, succession and retirement planning.
Trang regularly assists her clients in matters related to tax and regulation on blockchain technology as well as sustainable finance.
Trang is the Co-Chair of the Annual International Conference on Smart Finance for Peace and Sustainable Development, Geneva Forum @ the United Nations, and a judge and a mentor at a global accelerator based in Boston (USA) for high-impact startups.
Her previous roles include Director Wealth and Pension Planning Switzerland in a leading private bank, Vice-Chair of the Board and member of the Investment Committee of a US$ 1 billion pension fund, as well as Project-holder in one of the now world’s largest providers in solutions for secure digital data.
Trang’s LL.M thesis tackles the international tax and regulation of blockchain-based assets (“crypto”) in the era of information transparency.
Fredy EGGENSCHWILER
Basel
Attorney-at-law, notary
Fredy has a broad experience in Swiss and international relocation services including tax return services and consulting, legal advice, succession planning and executorship. He also serves mandates in foundations and boards.
Fredy Eggenschwiler and Trang Fernandez-Leenknecht whose fields of competencies are complementary, have decided to cross-reference their respective websites and remain independent in their respective activities.
Alexandre holds a Bachelor in Law of the University of Geneva and is currently studying for a bilingual Master in Law (German & French) at the universities of Geneva and Basel.
Passionate about tax, Alexandre dedicated his bachelor’s thesis to the disputed taxation of married couples under the aegis of Prof. Oberson. He noted that couples consider the possible advantage they would have to divorce for tax reasons.
A strong believer in the dutiful application of laws, he wrote an appeal against the Geneva cantonal tax administration to the Administrative Chamber of the Court of Justice concerning the exemption from military tax. The Court ruled in his favour.
Alexandre has a keen interest in accounting, which he can practice as the Treasurer at Uniparty, the Geneva university association.
In a fast-moving world, Alexandre has already decided to become a tax expert.
Trang advises and represents private clients and companies in Swiss and international financial planning matters including relocation, life insurance and company solutions, asset protection and wealth transfer.
She has extensive experience in pension structuring for private and corporate clients, succession and retirement planning.
Trang regularly assists her clients in matters related to tax and regulation on blockchain technology as well as sustainable finance.
Trang is the Co-Chair of the Annual International Conference on Smart Finance for Peace and Sustainable Development, Geneva Forum @ the United Nations, and a judge and a mentor at a global accelerator based in Boston (USA) for high-impact startups.
Her previous roles include Director Wealth and Pension Planning Switzerland in a leading private bank, Vice-Chair of the Board and member of the Investment Committee of a US$ 1 billion pension fund, as well as Project-holder in one of the now world’s largest providers in solutions for secure digital data.
Trang’s LL.M thesis tackles the international tax and regulation of blockchain-based assets (“crypto”) in the era of information transparency.
Fredy has a broad experience in Swiss and international relocation services including tax return services and consulting, legal advice, succession planning and executorship. He also serves mandates in foundations and boards.<br>
Fredy Eggenschwiler and Trang Fernandez-Leenknecht whose fields of competencies are complementary, have decided to cross-reference their respective websites and remain independent in their respective activities.
Alexandre holds a Bachelor in Law of the University of Geneva and is currently studying for a bilingual Master in Law (German & French) at the universities of Geneva and Basel.
Passionate about tax, Alexandre dedicated his bachelor’s thesis to the disputed taxation of married couples under the aegis of Prof. Oberson. He noted that couples consider the possible advantage they would have to divorce for tax reasons.
A strong believer in the dutiful application of laws, he wrote an appeal against the Geneva cantonal tax administration to the Administrative Chamber of the Court of Justice concerning the exemption from military tax. The Court ruled in his favour.
Alexandre has a keen interest in accounting, which he can practice as the Treasurer at Uniparty, the Geneva university association.
In a fast-moving world, Alexandre has already decided to become a tax expert.
INTELLECTUAL PROPERTY
Geneva & Paris
Our specialist worked in law firms in Paris and held various roles with increasing responsibilities as in-house legal counsel in international companies. Since 2015, Pierre has assisted his clients with his own law firm.
BLOCKCHAIN
Geneva
Our specialist has an in-depth knowledge in international trade and finance, blockchain technology and digital asset management. With experience spanning 3 continents, he has worked with governments, international oganisations, trading companies, and charity association. His current work explores the role of blockchain technology in optimising international trade procedures particularly in developing countries.
TRANSFER PRICING
Lausanne
Transfer pricing (TP) counsel has worked in leading consulting firms and the Tax department of a major multinational enterprise. He advises his clients on a customized TP policy. He provides cutting-edge support on operational transfer pricing as well as TP documentation.
His expertise in TP converges from industry experience and academic research for an optimal, enhanced solution to clients.
Our specialist worked in law firms in Paris and held various roles with increasing responsibilities as in-house legal counsel in international companies. Since 2015, He has assisted his clients with his own law firm.
Our specialist has an in-depth knowledge in international trade and finance, blockchain technology and digital asset management. With experience spanning 3 continents, he has worked with governments, international oganisations, trading companies, and charity association. His current work explores the role of blockchain technology in optimising international trade procedures particularly in developing countries.
Our transfer pricing (TP) counsel has worked in leading consulting firms and the Tax department of a major multinational enterprise. He advises his clients on a customized TP policy. He provides cutting-edge support on operational transfer pricing, as well as, TP documentation.
His expertise in TP converges from industry experience and academic research, which allows us to provide an enhanced solution to his clients.
NEWS
We believe in tradition and innovation, authenticity and passion.
Sustainability & Blockchain
Focus on the real economy: innovative social enterprises and Impact Investing.
Trang Fernandez-Leenknecht’s experiences and family history have led her to become a passionate advocate for positive change for better businesses and family goals. Trang brings about responsible and innovative solutions and help redefine purposes, on the one hand, and foster the UN SDGs 2030, sustainable and ESG investing, on the other hand. She regularly shares her views and raises awareness on social entreprises, gender diversity, and impact investing at various conferences and in the media.
Holistik assists private and institutional clients in legal, tax and regulatory requirements, in particular Swiss laws and international policies.
Holistik holds high value advisory that incorporates sustainable wealth and business management. To support you in addressing these issues, Holistik combines the vast resources of the Impact Community and brings you the services of a responsive boutique.
Focus on tomorrow: understand concepts and change of paradigms
As an innovation enthusiast, Trang Fernandez-Leenknecht is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.
Impact by numbers : +54 countries, +140,000 jobs, +USD $5B funding raised, first unicorn valued at USD $1B in 2017, 87% companies still active or acquired.
In the era of Artificial Intelligence, Internet of Things and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help reduce the number of intermediaries, improving transparency and increasing security in policy and transactions, in particular in the financial, humanitarian and philanthropic sectors.
Holistik assists and reviews tax and regulations in blockchain-related solutions, with an approach to sustainable innovation in products and services.
Holistik is recognized as the 100 innovative and inspiring company by the HUB Entrepreneurship and Innovation of the University of Lausanne (Switzerland).
Focus on tomorrow: understand concepts and change of paradigm in digital era
As an innovation enthusiast, Trang Fernandez-Leenknecht is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.
Impact by numbers : +54 countries, +140,000 jobs, +USD $5B funding raised, first unicorn valued at USD $1B in 2017, 87% companies still active or acquired.
In the era of Artificial Intelligence, Internet of Things and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help reduce the number of intermediaries, improving transparency and increasing security in policy and transactions, in particular in the financial, humanitarian and philanthropic sectors.
Holistik assists and reviews tax and regulations in blockchain-related solutions, with an approach to sustainable innovation in products and services.
Holistik is recognized as the 100 innovative and inspiring company by the HUB Entrepreneurship and Innovation of the University of Lausanne (Switzerland).
CONTACT
Geneva office :
Rue du Collège 22
1227 Carouge
Zug office :
Oberallmendstrasse 18
6300 Zug
Phone : +41 79 630 50 75
Email : info(at)holistik-wp.ch